Ron Vaughn
Ron Vaughn guides his clients through the retirement planning process with tailored plans designed to withstand the lifetime of their financial roadmap. Planting roots in Clarkston, MI for over 30 years, family is of the utmost importance. Ron has been married to Dr. Jacqueline C Vaughn for over 40 years and has two beautiful daughters, Dr. Ronda Marshall and Amy Mulrenin, two wonderful sons-in-law, and five beautiful grandchildren.
Ron enjoys an active lifestyle and giving back to his community, serving on several non-profit boards. Networking and connecting people together is one of Ron’s passions and aligns with his holistic approach to financial strategies. He regularly hosts events where his clients, colleagues, and influencers can meet and build relationships.
Ron's entrepreneurial spirit helped him develop three successful businesses. Having been through the ups and downs of the last 30 years, his experience allows him to help other business owners charge through the tough decisions needed to protect them against the obstacles they may not see coming. His passion led him to specialize in helping people who desire the financial freedom to influence, experience, give, and make a difference for their family and future generations - to create wealth and protect their hard-earned money and serve then in times when they need it most.
Ron is often sought as a financial expert within the local media. He has appeared on local radio and has been highlighted in business and local publications across the state. He has also been the recipient of the Life Advocate Award with Wealth Strategies Financial Group for delivering the highest payout to life insurance beneficiaries following a sudden loss.
Ron Vaughn is a Registered Representative with Securian Financial Services, Inc. Securities offered through Securian Financial Services, Inc. Member of FNRA/SIPC & a Registered Investment Advisor. Wealth Strategies Financial Group is independently operated. 2000 Town Center Suite 1600 Southfield, MI 48075.
DOFU 1/2019 TN
Theresa Sherman
Theresa Sherman has been in the Financial Services industry overseeing Wealth Management firms for over a decade, joining Mike Amine and Wealth Strategies Financial Group as the Director of Operations in 2016. Holding a Series 7 and Series 66 FINRA registration, coupled with her hands-on industry experience, Theresa is able to ensure superior support in the practice development of advisors’ businesses. She is also responsible for managing client services, recruitment of new talent, and a myriad of operational systems.
As a Financial Advisor and Director of Operations, Theresa is regularly called upon to educate other Financial Advisors, small business owners and leadership groups on practice development strategies. She manages "Business U." a course designed for successful business owners needing to refresh their understanding of key business financial concepts. She also spearheads "Women Empowering Women," a female networking group bringing female Financial Advisors and entrepreneurs together for motivation, mentorship, and professional development. Theresa is a member of WISE (Women's Interactive Sales Exchange), a supportive environment where female advisors collaborate and help each other reach their full potential through education, idea sharing and mentoring.
Theresa has been honored with invitations to join and is an active member in "100 Women Who Care, Troy," a group of local women who have a positive impact on the lives of those in need in the Troy community. Theresa is also a member and volunteer in Troy School District's Parent Committee.
Theresa planted her roots in Troy, MI to raise her family with her husband Peter and her two daughters. Outside of work she enjoys boating and spending time at the family cottage.
Theresa Sherman is a Registered Representative and an Investment Advisor Representative with Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Wealth Strategies Financial Group is independently owned and operated. 2000 Town Center Suite 1600 Southfield, MI 48075.
DOFU 11/2018 TN 2315775
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